Optimize Financial Inc Portfolio Holdings
Optimize Financial Inc
- $192 Billion
- Q3 2025
Optimize Financial Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proficient Auto Logistics In with a value of $3.17B, Warner Bros. Discovery, Inc. with a value of $2.38B, App Lovin Corp with a value of $2.16B, Micron Technology Inc with a value of $1.76B, and Applied Materials Inc with a value of $1.73B.
Examining the 13F form we can see an increase of $28.6B in the current position value, from $163B to 192B.
Optimize Financial Inc is based out at Laguna Hills, CA
Below you can find more details about Optimize Financial Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 323
- Current Value $192 Billion
- Prior Value $163 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 229 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks